The Lender Marketplace is where Levr connects you with the right funding options for every client. It combines a full directory of lender partners, AI-powered matchmaking, and automated application creation — so you can go from "I have a client" to "applications submitted" without bouncing between tabs, emails, or spreadsheets.

Whether you're browsing lender options, running matchmaking for a new deal, or sending applications to lenders outside Levr's network, everything happens in one place.
​
​Video Walkthrough

Watch the full walkthrough to see the Lender Marketplace in action — from AI matchmaking to submitting and sharing applications.

▶ Watch: Lender Marketplace in Levr
​

The Lenders section shows every lending relationship Levr manages for you. You can browse anytime — no deal required. Each lender card displays their integration level and partnership status. Click into any lender for the full breakdown: products, terms, funding speed, key features, eligibility requirements, agent tips, lender contacts, and your commission structure. Full transparency, no guesswork.

Before you even open a lender profile, ask Levr AI anything. Ask about a specific client, a lender's requirements, commission estimates, or which lenders fit a particular deal. Levr AI knows your deals, your lenders, and your data — and gives you personalized recommendations ranked by fit, with real deal progress shown for each one.

Example questions:

When you're ready to create a deal, Levr's AI matchmaking engine analyzes your client's data and surfaces the lenders most likely to fund them — ranked by fit, with a clear explanation of why each one matches. You can review the full lender breakdown right from the results screen.

You're not limited to Levr's lender network. If you have a lender relationship outside the platform, you can add them to any deal and send them a secure, read-only application link — no Levr account required on their end. Your network and Levr's work side by side.

Start with the AI. Open the Levr AI chat and ask anything about your clients or lenders — deal status, which lenders fit a profile, commission estimates, or lender-specific requirements. The AI pulls from your real data and returns personalized, ranked recommendations.

Want to follow up? Just keep asking. The conversation stays in context, so you can go from "which lenders match this client?" to "what's my commission if they get funded for $500K?" in one thread.

Head to the Lenders section to explore Levr's full network of lending partners. Click into any lender to see the full breakdown — products and financing solutions, terms, funding speed, eligibility requirements, agent tips, lender contacts, and your commission structure. Everything you need to speak confidently about any lender to your clients.

When you're ready to find lenders for a specific client, start a new deal from the Lenders section. Select your client — Levr pulls in everything you already have on them automatically. Click Continue to run matchmaking. AI auto-fill kicks in immediately.

Drag and drop your client's supporting documents into the upload area — bank statements, financials, tax returns, or anything you have. Levr AI reads and extracts the relevant information automatically. If you already have documents on file for this client, you can use those instead. Hit Start and let the AI do the work.

Once the AI has processed your documents, review the summary and click Approve All to accept the auto-filled details in one click. Matchmaking completes and your results are ready.

Matchmaking surfaces every lender that fits your client — ranked by relevance, with a plain-language explanation of why each one is a match. Click any lender card to get the full product and terms breakdown. The AI panel on the right summarizes the most important details so you don't have to read through everything manually.

Check the box next to any lender you want to apply to. Select as many as you want — Levr creates a separate application for each one.

Want to include a lender outside Levr's network? Type their name and click Add. They're immediately part of the deal. Once you've made your selections, choose who can see each application and hit Create. Applications are generated instantly and the AI begins filling them out right away.

Switch to board view to see your full deal board — every application organized by pipeline stage. Click into any application to review it. The AI has already pre-filled it using your documents and matchmaking data, and all required documents are attached automatically.

For lenders inside Levr's network, click Submit to send the application directly.

For lenders outside the network, use the Share button instead. Enter your lending contact's email, set an expiry date and access level, and send. They get read-only access to the application — your data stays protected inside Levr. No Levr account needed on their end.

That's it. Whether you're going through Levr's network or your own lender relationships, the process is the same.

Q: Where do I find the Lender Marketplace?
A: It's in the Lenders section of your Levr dashboard. You can browse anytime — no active deal required.

Q: How does AI matchmaking work?
A: When you create a deal, Levr's AI analyzes your client's profile, documents, and funding needs, then ranks lenders by fit. Each match comes with an explanation of why that lender was recommended.

Q: Can I submit to lenders outside of Levr's network?
A: Yes. Add them by typing their name during deal creation. Levr generates an application for them the same way — you'll use the Share button to send a secure, read-only link. No Levr account required on their end.

Q: How much of the application does the AI fill in?
A: It depends on the quality of your documents. In many cases, applications are 80%+ complete after AI processing. You can review and fill in anything missing before sending.

Q: Can I apply to multiple lenders at once?
A: Yes — select as many lenders as you want and Levr creates a separate, pre-filled application for each one simultaneously.

Q: What's the difference between Submit and Share?
A: Submit sends the application directly through Levr's network to an integrated lender. Share generates a secure link for lenders outside the network — you send it manually to your contact.

Q: Is my client's data safe when I share with an outside lender?
A: Yes. Outside lenders get read-only access with an expiry date you control. Your underlying data stays protected inside Levr.

Q: What information is in each lender profile?
A: Products and financing solutions, terms, funding speed, key features, eligibility requirements, agent tips, lender contacts, and your commission structure.